Senior Accountant

About Clearly Filtered

Clearly Filtered is dedicated to enhancing wellbeing through superior water filtration backed by science and transparency, ensuring every customer benefits significantly from their products.

Role Overview

We are seeking a proactive Senior Accountant to manage daily financial operations, ensuring precise bookkeeping, timely month-end closings, and reliable financial data. This hybrid position requires presence at our Rancho Santa Margarita, CA office at least three days per week.

Key Responsibilities

• Maintain up-to-date and accurate accounting records and complete monthly closes promptly.
• Handle full-cycle accounts payable including invoice processing, vendor payments, and account reconciliations.
• Reconcile sales revenue against point-of-sale data.
• Maintain general ledger accuracy through journal entries, adjustments, and reconciliations.
• Take ownership of the month-end closing process, including accrual preparation and account reconciliations.
• Manage monthly credit card transactions and collaborate with department heads for reconciliation.
• Identify and resolve discrepancies with appropriate documentation.
• Ensure inventory balances and cost of goods sold (COGS) are accurate and audit-ready, managing inventory valuations, SKU/location reconciliations, and bill of materials reviews.
• Reconcile inventory data between ERP system, third-party logistics reports, and the general ledger.
• Support periodic physical inventory counts and resolve any discrepancies found.
• Assist in preparing monthly financial statements and related schedules.
• Support maintenance of key performance indicators dashboards and perform variance analyses.
• Compile and analyze financial information to aid internal reporting and business decisions.

Qualifications

• 4 to 6 years of progressive accounting experience overseeing accounts payable, accounts receivable, and month-end closing procedures.
• Proficient with QuickBooks Online for accounting operations.
• Knowledgeable in inventory accounting and COGS management within product-focused or direct-to-consumer environments.
• Advanced skills in Excel or Google Sheets, including reconciliations, pivot tables, and data analysis.
• Exceptional attention to detail, strong organizational skills, and consistent follow-through capabilities.
• Ability to work independently and effectively prioritize tasks within a fast-paced workplace.
• Preferred experience includes working within DTC, CPG, or e-commerce sectors.
• Familiarity with inventory management platforms such as Luminous or NetSuite is a plus.
• Experience reconciling third-party logistics inventory data with internal records.
• Bachelor’s degree in Accounting, Finance, or related discipline preferred.

Success Indicators

• Month-end closing completed accurately and on schedule without recurring discrepancies.
• Inventory balances consistently reconcile with general ledger and inventory management systems.
• COGS tracked precisely with proactive identification and explanation of variances.
• Financial documentation is organized, audit-ready, and readily accessible.
• Finance leadership trusts the integrity and reliability of the financial data provided.

Working Conditions & Benefits

The role operates under a hybrid model requiring three onsite days per week, working Monday through Friday from 9:00 AM to 4:00 PM. Compensation ranges from $85,000 to $100,000 annually, commensurate with experience and role fit.

• Medical, dental, vision, and life insurance coverage.
• 401(k) retirement plan with company match.
• Paid holidays, floating holidays, and paid time off.
• Opportunity to contribute to a growing brand committed to healthier living.

Hiring Process

• Initial video interview with a People team member to explore your background.
• Second video interview with the hiring manager focusing on accounting expertise and problem-solving.
• Potential technical assignment to evaluate relevant skills.
• Final onsite interviews with team members and cross-departmental partners.

Equal Opportunity

Clearly Filtered is an equal opportunity employer dedicated to diversity and inclusivity. All qualified applicants are considered without discrimination based on race, color, religion, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other legally protected characteristic.